Health Catalyst, Inc.
HCAT- Exchange
- Nasdaq
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001636422
In the last 90 days, Health Catalyst, Inc. insiders filed 1 open-market purchase and 0 sales; 127 institutions reported holding it in 13F filings for Q2 2026, worth $104.0M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Health Catalyst, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 166
- 0 vs. Q4 2024
- Shares held
- 53.2M
- +1.97M (+3.9%) vs. Q4 2024
- Total value
- $240.9M
- −$130.5M (−35.1%) vs. Q4 2024
- New holders
- 28
- 52 more added
- Sold out
- 28
- 54 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HCAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 127 | $104.0M |
| Q1 2026 | 132 | $70.9M |
| Q4 2025 | 136 | $132.0M |
| Q3 2025 | 145 | $154.3M |
| Q2 2025 | 146 | $204.2M |
| Q1 2025 | 166 | $240.9M |
| Q4 2024 | 168 | $375.6M |
| Q3 2024 | 159 | $423.2M |
| Q2 2024 | 161 | $325.7M |
| Q1 2024 | 174 | $377.4M |
| Q4 2023 | 167 | $460.5M |
| Q3 2023 | 159 | $499.7M |
| Q2 2023 | 154 | $610.2M |
| Q1 2023 | 161 | $566.5M |
| Q4 2022 | 167 | $519.1M |
| Q3 2022 | 172 | $473.3M |
| Q2 2022 | 181 | $766.6M |
| Q1 2022 | 185 | $1.39B |
| Q4 2021 | 186 | $2.19B |
| Q3 2021 | 198 | $2.67B |
| Q2 2021 | 198 | $2.68B |
| Q1 2021 | 190 | $2.05B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Health Catalyst, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 19,401 | $87.9K | 0.00% | −1,033−5.1% | Reduced |
| Massar Capital Management, LP | 18,545 | $84.0K | 0.10% | +18,545 | New |
| Centiva Capital, LP | 17,806 | $80.7K | 0.00% | −16,875−48.7% | Reduced |
| Lunt Capital Management, Inc. | 17,337 | $78.5K | 0.03% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,934 | $72.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 14,800 | $67.0K | 0.00% | −14,900−50.2% | Reduced |
| Quantinno Capital Management LP | 14,394 | $65.2K | 0.00% | +14,394 | New |
| Cigna Investments Inc | 13,999 | $63.0K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 13,865 | $62.0K | 0.00% | +13,865 | New |
| Russell Investments Group, Ltd. | 13,455 | $61.0K | 0.00% | −64,835−82.8% | Reduced |
| CIBC World Markets Corp | 13,279 | $60.2K | 0.00% | +13,279 | New |
| Blair William & Co | 13,009 | $58.9K | 0.00% | −4,225−24.5% | Reduced |
| ProShare Advisors LLC | 12,954 | $58.7K | 0.00% | −3,900−23.1% | Reduced |
| Vista Wealth Management Group, LLC | 12,477 | $56.5K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 12,278 | $55.6K | 0.01% | −75,117−86.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,895 | $53.9K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,845 | $53.7K | 0.00% | +11,845 | New |
| Pilgrim Partners Asia Pte Ltd | 11,600 | $52.5K | 0.05% | +11,600 | New |
| Martin Worley Group | 11,000 | $49.8K | 0.03% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 10,893 | $49.0K | 0.04% | 00.0% | Unchanged |
| Colony Group, LLC | 10,198 | $46.2K | 0.00% | +10,198 | New |
| New York State Common Retirement Fund | 9,281 | $42.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,404 | $38.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 5,613 | $25.4K | 0.00% | −78,607−93.3% | Reduced |
| Ameritas Investment Partners, Inc. | 5,546 | $25.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 4,408 | $20.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,839 | $17.0K | 0.00% | +2,846+286.6% | Added |
| Manchester Capital Management LLC | 3,649 | $16.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,556 | $16.1K | 0.00% | +2,020+131.5% | Added |
| High Note Wealth, LLC | 2,568 | $11.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,109 | $9.55K | 0.00% | +2,109 | New |
| Group One Trading, L.P. | 2,086 | $9.45K | 0.00% | −2,274−52.2% | Reduced |
| Amalgamated Bank | 1,894 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,945 | $8.81K | 0.00% | +1,529+367.5% | Added |
| First Horizon Advisors, Inc. | 1,500 | $6.79K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,408 | $6.38K | 0.00% | +26+1.9% | Added |
| Nisa Investment Advisors, LLC | 1,390 | $6.30K | 0.00% | −5,085−78.5% | Reduced |
| SBI Securities Co., Ltd. | 1,310 | $5.93K | 0.00% | −39−2.9% | Reduced |
| HighMark Wealth Management LLC | 1,250 | $5.66K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,200 | $5.44K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,119 | $5.07K | 0.00% | +139+14.2% | Added |
| Sterling Capital Management LLC | 946 | $4.29K | 0.00% | −764−44.7% | Reduced |
| Smartleaf Asset Management LLC | 424 | $1.93K | 0.00% | −47−10.0% | Reduced |
| Continuum Advisory, LLC | 350 | $1.59K | 0.00% | +18+5.4% | Added |
| UMA Financial Services, Inc. | 300 | $1.36K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 279 | $1.26K | 0.00% | −199−41.6% | Reduced |
| Huntington National Bank | 267 | $1.21K | 0.00% | +87+48.3% | Added |
| SRS Capital Advisors, Inc. | 223 | $1.01K | 0.00% | −440−66.4% | Reduced |
| Rise Advisors, LLC | 202 | $915 | 0.00% | +202 | New |
| GAMMA Investing LLC | 169 | $766 | 0.00% | −61−26.5% | Reduced |
| Allworth Financial LP | 175 | $697 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 150 | $680 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 135 | $612 | 0.00% | −96−41.6% | Reduced |
| Valued Wealth Advisors LLC | 128 | $580 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $453 | 0.00% | −20−16.7% | Reduced |
| Coldstream Capital Management Inc | 100 | $453 | 0.00% | +100 | New |
| EverSource Wealth Advisors, LLC | 91 | $412 | 0.00% | +76+506.7% | Added |
| Signaturefd, LLC | 72 | $326 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 48 | $217 | 0.00% | −2,099−97.8% | Reduced |
| McIlrath & Eck, LLC | 38 | $172 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 23 | $104 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $82 | 0.00% | 0 | Unchanged |
| True Wealth Design, LLC | 17 | $78 | 0.00% | +17 | New |
| Farther Finance Advisors, LLC | 10 | $43 | 0.00% | −5−33.3% | Reduced |
| CoreCap Advisors, LLC | 2 | $7 | 0.00% | +2 | New |
| Covestor Ltd | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Daventry Group, LP | 0 | $0 | 0.00% | −2,509,480−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −495,945−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −493,364−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −295,112−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −215,160−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −87,992−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −70,208−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −67,607−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −60,296−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −49,496−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −49,477−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −45,137−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −35,094−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −32,845−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −30,576−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −26,109−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −17,510−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −15,843−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,497−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −14,767−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −10,886−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,956−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −6,960−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,131−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Merriman Wealth Management, LLC | – | – | – | – | Not filed |